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COFFEE CONNECTOR

Maximizing the Value of Your Business: The Do's & Dont's of Preparing for a Sale

by Evee Walker & Josh Donnelly, Managing Directors, Shoreline Partners

 

Who should attend?

Business owners who:

1) Are considering selling their company now or in the future.

2) Have been approached by an interested buyer and need to know what to do.

3) Need to raise capital to support the continued growth of their business.

 

 

What are you going to learn?

You’ll learn lessons that, if implemented, will increase the value of your business and help you avoid costly mistakes when selling your company in the future.

What the audience is going to learn:

  • The Do's and Don'ts of building value in a privately held Company.
  • How are companies like mine sold?
  • What do I do when someone says they’d like to buy my company?

Who are Evee Walker and Josh Donelly?

Evee Walker specializes in marketing, advisory services for capital raise and sell-side clients, and new business development. Her background includes being the Senior Vice President of Operations at Succession Link, a regional manager and co-founder of a retail franchise, a U.S. Air Force veteran, and a senior business developer in the steel industry. With 13 years of operations management experience, she excels in organizing high-visibility projects and analyzing data trends. She resides in Temecula, California.

Josh Donnelly has been with Shoreline Partners since 2017, becoming a Partner in 2020. He focuses on new business development and the sale process for founder and family-owned companies. Previously, he was an investment banker at Stifel, Nicolaus & Company and worked in agriculture in Northern California. He chairs the Programs Committee for the San Diego Chapter of the Association for Corporate Growth and lives in Poway with his family and pets.

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Date & Time:

Thursday, March 14th

Coffee & Networking starts at 8:30am 

Presentation from    9:00am - 10:00am

Location:

Optima Office

5120 Shoreham Pl.

Suite 285

San Diego, CA 92121

 

Please contact Robbie Wentzell with any questions

Robbie.Wentzell@optimaoffice.com | (702) 351-2673

 

RSVP by March 8, 2024

 Space is limited